We are so excited to welcome you to the Club OS family. Your onboarding specialist will be working with you to make sure your account is created in a way that is customized to your business. We will be using TaskRay to manage this project which will allow you to see tasks, notifications, and follow along with the project progress. You can see the overview of onboarding steps below.
It’s getting real! Now that your account is set up, it’s time to train you and your team on all the functions of Club OS so that you can move forward confidently. Everything from follow-up settings, location settings, data insights, marketing functionality, scripting, and more. We leave no feature un-trained!
Once you are successfully onboarded, we ask you take time to review your experience. It helps our team understand where we can be better and what we can celebrate! It’s our goal to provide a seamless transition for you and your team. You will be sent the survey via email at the end of your implementation. We want to thank you again for your partnership and look forward to working together!